|
1926
|
Claro Advisors
Boston,
Massachusetts
|
$463K
|
-$67.3K
|
-157
|
-12%
|
|
|
1927
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$461K
|
+$516K
|
+1,203
|
New
|
|
|
1928
|
iSAM Funds (UK)
London,
United Kingdom
|
$461K
|
+$215K
|
+502
|
+72%
|
|
|
1929
|
Cross Staff Investments
Pittsford,
New York
|
$460K
|
–
|
–
|
–
|
|
|
1930
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$460K
|
-$19.3K
|
-45
|
-4%
|
|
|
1931
|
Holt Capital Partners
Fort Worth,
Texas
|
$459K
|
–
|
–
|
–
|
|
|
1932
|
Verus Capital Partners
Scottsdale,
Arizona
|
$459K
|
+$82.3K
|
+192
|
+19%
|
|
|
1933
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$459K
|
-$193K
|
-450
|
-27%
|
|
|
1934
|
|
$459K
|
+$513K
|
+1,196
|
New
|
|
|
1935
|
Avior Wealth Management
Omaha,
Nebraska
|
$454K
|
-$53.2K
|
-124
|
-9%
|
|
|
1936
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$454K
|
+$5.58K
|
+13
|
+1%
|
|
|
1937
|
OneFund LLC
Saint Petersburg,
Florida
|
$453K
|
-$5.15K
|
-12
|
-1%
|
|
|
1938
|
Crux Wealth Advisors
Long Beach,
California
|
$453K
|
+$156K
|
+364
|
+45%
|
|
|
1939
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$451K
|
-$1.76M
|
-4,107
|
-78%
|
|
|
1940
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$450K
|
–
|
–
|
–
|
|
|
1941
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$450K
|
-$26.2K
|
-61
|
-5%
|
|
|
1942
|
Elkhorn Partners
Omaha,
Nebraska
|
$449K
|
+$322K
|
+750
|
+179%
|
|
|
1943
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$449K
|
+$858
|
+2
|
+0.2%
|
|
|
1944
|
Hobart Private Capital
Charlotte,
North Carolina
|
$446K
|
+$207K
|
+482
|
+71%
|
|
|
1945
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$445K
|
-$858
|
-2
|
-0.2%
|
|
|
1946
|
Oakworth Capital
Birmingham,
Alabama
|
$444K
|
+$6.43K
|
+15
|
+1%
|
|
|
1947
|
Emprise Bank
Wichita,
Kansas
|
$444K
|
-$77.6K
|
-181
|
-14%
|
|
|
1948
|
Blalock Williams
Alexander City,
Alabama
|
$443K
|
+$78K
|
+182
|
+19%
|
|
|
1949
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$442K
|
+$269K
|
+627
|
+119%
|
|
|
1950
|
Olympiad Research
Stamford,
Connecticut
|
$442K
|
+$110K
|
+256
|
+29%
|
|
